“中国半导体出海新航道高峰论坛”共探产业破局之路

Core Insights - The global semiconductor industry is undergoing significant restructuring due to geopolitical risks and supply chain challenges, with Chinese semiconductor companies transitioning from "scale expansion" to "quality improvement" [1][2] - The integration of new AI technologies and digital manufacturing is reshaping the ecosystem for Chinese semiconductor companies looking to expand internationally [1] - The "China Semiconductor Outbound New Route Summit" held in Shanghai focused on building supply chain resilience and addressing risks faced by the industry [1] Group 1: Industry Challenges and Opportunities - Chinese semiconductor companies are facing "dual choke points and supply chain breakage risks," exemplified by recent actions from the Dutch government against ASML [2] - Despite challenges, there are opportunities for Chinese firms to explore international markets and enhance supply chain resilience through AI technology [2][5] - The forum emphasized the importance of compliance and risk management in overseas operations, particularly regarding intellectual property and commercial secrets [8][10] Group 2: Key Contributions from Industry Leaders - Wu Jinwei from Gaon Electronics highlighted the shift in overseas risks from patent infringement to more severe commercial secret compliance issues, which can threaten national security and talent retention [8][10] - Zhang Wei from Avnet discussed the company's extensive global distribution network and its role in supporting Chinese chip manufacturers in entering Western markets [12] - Shen Donghui from Hehe Information presented AI-driven solutions for enhancing supply chain risk management, emphasizing the need for proactive risk identification and decision-making [14][15] Group 3: Strategic Insights on International Cooperation - Li Bo from Observer Network discussed the competitive landscape for Chinese semiconductor companies, suggesting that regional cooperation with ASEAN could provide significant opportunities [17] - The ongoing U.S.-China semiconductor competition is expected to last 8-10 years, presenting both challenges and opportunities for Chinese firms to innovate and collaborate [17][19] - The forum concluded with a consensus on the need for compliance, technological pathways, and cooperative strategies to navigate the evolving global semiconductor landscape [19]